See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,346 | $51,638-19.9% | $68,368-39.5% | $82,448-49.9% |
| Participation rate | 53.7% | 63.6%-10.0pp | 73.8%-20.1pp | 68.1%-14.4pp |
| Annual return | 13.42% | 37.53%-24.1pp | 292.57%-279.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,172 | $2,914+8.9% | $4,123-23.1% | $4,139-23.4% |
| Admin fee / account holder | $6,877 | $4,643+48.1% | $5,150+33.5% | $7,234-4.9% |